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The Analysis of SIGNATURE ESTATE & INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, SIGNATURE ESTATE & INVESTMENT ADVISORS LLC holds 646 types of securities in its portfolio with a total value $4.9B. In the most recent quarter, they have increased their positions in GLDM (+2.4M shares, valued at $218.1M), AVES (+2.6M shares, valued at $155.1M), GMOI (+2.6M shares, valued at $95.8M); decreased their positions in GSLC (-2.2M shares, valued at $277.9M), MU (-362.6K shares, valued at $122.5M), UBER (-735.8K shares, valued at $52.9M); initiated new positions in GLDM (+2.4M shares, valued at $218.1M), AVES (+2.6M shares, valued at $155.1M), GMOI (+2.6M shares, valued at $95.8M).

1M P&L

+241.5M+5.16%

3M P&L

-2.1B-29.52%

HY P&L

-2.1B-30.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A3.5B

76.7%

2Internet Retail101.8M

2.2%

3Software - Infrastructure98.2M

2.1%

Top Industries by Stock Count

1N/A413 stocks

67.6%

2Drug Manufacturers - General8 stocks

1.3%

3Utilities - Regulated Electric8 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS989.4K shares-3.55%2026-03-312026-04-15

GSLC GOLDMAN SACHS ETF TR3.1M shares-41.70%2026-03-312026-04-15

FNDX SCHWAB STRATEGIC TR8.4M shares4.94%2026-03-312026-04-15

TOTL SSGA ACTIVE ETF TR5.6M shares3.74%2026-03-312026-04-15

IGM ISHARES TR1.9M shares0.56%2026-03-312026-04-15

GLDM WORLD GOLD TR2.4M sharesnew addition2026-03-312026-04-15

EFV ISHARES TR2.2M shares65.91%2026-03-312026-04-15

AVES AMERICAN CENTY ETF TR2.6M sharesnew addition2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC487.3K shares1.39%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF2.5M shares-5.40%2026-03-312026-04-15

ALPHABET INC ALPHABET INC341.5K shares-18.84%2026-03-312026-04-15

GMOI GMO ETF TRUST2.6M sharesnew addition2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR1.8M shares5.80%2026-03-312026-04-15

AAPL APPLE INC352.1K shares-6.94%2026-03-312026-04-15

MSFT MICROSOFT CORP240.4K shares1.15%2026-03-312026-04-15

MCK MCKESSON CORP102.1K shares72.27%2026-03-312026-04-15

Sponsored

META META PLATFORMS INC127.9K shares7.97%2026-03-312026-04-15

MA MASTERCARD INCORPORATED143.8K shares-0.56%2026-03-312026-04-15

BROADCOM INC BROADCOM INC223.1K shares-7.22%2026-03-312026-04-15

VTV VANGUARD INDEX FDS326.9K shares5.04%2026-03-312026-04-15

WMT WALMART INC484.1K shares40.92%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR382.9K shares4.59%2026-03-312026-04-15

LLY ELI LILLY & CO57.3K shares-21.11%2026-03-312026-04-15

ODFL OLD DOMINION FREIGHT LINE IN264.1K sharesnew addition2026-03-312026-04-15

Sponsored

CITIGROUP INC CITIGROUP INC419.9K shares12329.31%2026-03-312026-04-15

VST VISTRA CORP300.6K shares62.32%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR393.1K shares4.78%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR906.0K shares4.13%2026-03-312026-04-15

IDEV ISHARES TR489.0K shares1.84%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC326.4K shares-39.47%2026-03-312026-04-15

XCCC BONDBLOXX ETF TRUST1.1M sharesnew addition2026-03-312026-04-15

CDX SIMPLIFY EXCHANGE TRADED FUN1.8M sharesnew addition2026-03-312026-04-15

Sponsored

SPEM SPDR INDEX SHS FDS774.1K shares6.65%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F567.9K shares-3.65%2026-03-312026-04-15

HOOD ROBINHOOD MKTS INC392.9K shares16690.47%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS526.5K shares-22.33%2026-03-312026-04-15

CWI SPDR INDEX SHS FDS644.1K shares16.37%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS244.3K shares-2.40%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T33.9K shares5.78%2026-03-312026-04-15

DEM WISDOMTREE TR418.8K shares2.24%2026-03-312026-04-15

Sponsored

PWR QUANTA SVCS INC34.9K shares-29.83%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS294.8K shares8.53%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO75.4K shares-40.14%2026-03-312026-04-15

IVV ISHARES TR28.2K shares8.78%2026-03-312026-04-15

AMAT APPLIED MATLS INC53.3K shares-29.40%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC17.7K shares-15.01%2026-03-312026-04-15

RGLD ROYAL GOLD INC64.0K shares-43.66%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR27.7K shares-1.55%2026-03-312026-04-15

Sponsored

NVDA NVIDIA CORPORATION90.5K shares4.83%2026-03-312026-04-15

ATI ATI INC100.0K shares-30.75%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS64.3K shares-0.05%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F247.6K shares-0.98%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR407.9K shares-1.68%2026-03-312026-04-15

WELL WELLTOWER INC62.1K shares25.88%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II51.2K shares4.68%2026-03-312026-04-15

VTI VANGUARD INDEX FDS37.7K shares9.60%2026-03-312026-04-15

Sponsored

IVW ISHARES TR99.2K shares21.63%2026-03-312026-04-15

KO COCA COLA CO145.3K shares49.88%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE256.0K shares4.99%2026-03-312026-04-15

ITOT ISHARES TR75.4K shares2.79%2026-03-312026-04-15

LNG CHENIERE ENERGY INC34.4K shares-23.14%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR415.1K shares2.50%2026-03-312026-04-15

JMUB J P MORGAN EXCHANGE TRADED F188.1K shares-10.23%2026-03-312026-04-15

IYH ISHARES TR145.7K shares-0.12%2026-03-312026-04-15

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.6K shares1.66%2026-03-312026-04-15

ACM AECOM103.7K sharesnew addition2026-03-312026-04-15

TDY TELEDYNE TECHNOLOGIES INC13.9K shares-27.87%2026-03-312026-04-15

SPAB SPDR SERIES TRUST325.2K shares-0.61%2026-03-312026-04-15

CGGO CAPITAL GROUP GBL GROWTH EQT248.1K shares3.27%2026-03-312026-04-15

ALPHABET INC ALPHABET INC28.7K shares1.99%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC24.1K shares-93.77%2026-03-312026-04-15

HAS HASBRO INC86.1K shares-18.95%2026-03-312026-04-15

Sponsored

VGT VANGUARD WORLD FD10.7K shares-3.12%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO24.6K shares0.84%2026-03-312026-04-15

IXN ISHARES TR71.4K shares1.38%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST165.1K shares5.71%2026-03-312026-04-15

ROCKET LAB CORP ROCKET LAB CORP106.7K sharesnew addition2026-03-312026-04-15

SCHK SCHWAB STRATEGIC TR217.8K shares5.96%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC17.4K shares-6.63%2026-03-312026-04-15

DFIC DIMENSIONAL ETF TRUST184.8K shares-1.53%2026-03-312026-04-15

Sponsored

IOO ISHARES TR54.2K shares6.51%2026-03-312026-04-15

VBR VANGUARD INDEX FDS29.8K shares2.18%2026-03-312026-04-15

APTIV PLC APTIV PLC89.7K shares-10.82%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR240.4K shares-6.84%2026-03-312026-04-15

VB VANGUARD INDEX FDS22.9K shares5.50%2026-03-312026-04-15

DFSD DIMENSIONAL ETF TRUST124.7K shares1.25%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS9.9K shares3.96%2026-03-312026-04-15

AVDV AMERICAN CENTY ETF TR59.4K shares15.71%2026-03-312026-04-15

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T40.1K shares5.77%2026-03-312026-04-15

SLYV SPDR SERIES TRUST61.2K shares-7.57%2026-03-312026-04-15

IEMG ISHARES INC79.9K shares7.72%2026-03-312026-04-15

MOTG VANECK ETF TRUST150.1K shares-1.01%2026-03-312026-04-15

OEF ISHARES TR16.9K shares-13.95%2026-03-312026-04-15

TSLA TESLA INC14.3K shares6.63%2026-03-312026-04-15

IJR ISHARES TR41.8K shares1.38%2026-03-312026-04-15

USHY ISHARES TR140.3K shares15.49%2026-03-312026-04-15

Sponsored

MOAT VANECK ETF TRUST53.1K shares-0.26%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS34.0K shares-1.11%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DELN/A sharesnew addition2026-03-312026-04-15

SYY SYSCO CORP70.4K shares-18.93%2026-03-312026-04-15

LH LABCORP HOLDINGS INC18.4K shares-23.47%2026-03-312026-04-15

TMUS T-MOBILE US INC23.0K shares-19.85%2026-03-312026-04-15

LRGF ISHARES TR71.4K shares-1.41%2026-03-312026-04-15

CGCB CAPITAL GRP FIXED INCM ETF T176.1K shares-4.02%2026-03-312026-04-15

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD41.3K shares-1.32%2026-03-312026-04-15

COWZ PACER FDS TR72.2K shares1.21%2026-03-312026-04-15

CGBL CAPITAL GROUP CORE BALANCED129.9K shares16.74%2026-03-312026-04-15

SLYG SPDR SERIES TRUST46.0K shares3.58%2026-03-312026-04-15

DFLV DIMENSIONAL ETF TRUST123.3K shares0.27%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST60.4K shares7.18%2026-03-312026-04-15

JGRO J P MORGAN EXCHANGE TRADED F50.8K shares17.41%2026-03-312026-04-15

CGXU CAPITAL GROUP INTL FOCUS EQT141.7K shares4.64%2026-03-312026-04-15

Sponsored

VO VANGUARD INDEX FDS14.4K shares-2.33%2026-03-312026-04-15

XOM EXXON MOBIL CORP24.3K shares6.88%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC11.5K shares4.47%2026-03-312026-04-15

XMHQ INVESCO EXCHANGE TRADED FD T39.6K shares1.07%2026-03-312026-04-15

LVHI LEGG MASON ETF INVT100.7K shares8.37%2026-03-312026-04-15

DUHP DIMENSIONAL ETF TRUST109.8K shares2.62%2026-03-312026-04-15

DFIV DIMENSIONAL ETF TRUST71.1K shares-0.40%2026-03-312026-04-15

FVD FIRST TR EXCHANGE-TRADED FD79.4K shares-3.68%2026-03-312026-04-15

Sponsored

DFAT DIMENSIONAL ETF TRUST57.7K shares-0.53%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR22.3K shares2.92%2026-03-312026-04-15

CSX CSX CORP86.9K shares-4.39%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION3.6K shares5.08%2026-03-312026-04-15

PVAL PUTNAM ETF TRUST76.3K shares114.57%2026-03-312026-04-15

IMTM ISHARES TR73.2K shares4.50%2026-03-312026-04-15

USMV ISHARES TR37.5K shares3.83%2026-03-312026-04-15

EQWL INVESCO EXCHANGE TRADED FD T29.9K shares-2.87%2026-03-312026-04-15

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD50.0K shares5.59%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F59.8K shares-3.20%2026-03-312026-04-15

MTUM ISHARES TR13.4K shares10.46%2026-03-312026-04-15

TSPA T ROWE PRICE ETF INC77.9K shares1.49%2026-03-312026-04-15

FIXD FIRST TR EXCHNG TRADED FD VI70.9K shares-17.75%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS34.9K shares0.44%2026-03-312026-04-15

IQLT ISHARES TR65.3K shares-2.91%2026-03-312026-04-15

VXUS VANGUARD STAR FDS39.1K shares13.03%2026-03-312026-04-15

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD31.8K shares-14.44%2026-03-312026-04-15

DES WISDOMTREE TR80.8K shares-12.71%2026-03-312026-04-15

CGUS CAPITAL GROUP CORE EQUITY ET74.6K shares0.19%2026-03-312026-04-15

XAR SPDR SERIES TRUST11.2K shares0.50%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR96.2K shares4.79%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR90.5K shares-2.30%2026-03-312026-04-15

BKLN INVESCO EXCH TRADED FD TR II126.6K shares23.60%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST74.6K shares-1.90%2026-03-312026-04-15

Sponsored

BALT INNOVATOR ETFS TRUST76.8K shares6.52%2026-03-312026-04-15

LEAD SIREN ETF TR33.2K shares-14.79%2026-03-312026-04-15

COWG PACER FDS TR74.2K shares6.41%2026-03-312026-04-15

FLCE ADVISORS INNER CIRCLE FD II90.2K shares17.96%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON10.1K shares-5.91%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC34.2K shares-95.56%2026-03-312026-04-15

USIG ISHARES TR47.8K shares2.08%2026-03-312026-04-15

GOVT ISHARES TR104.1K shares79.86%2026-03-312026-04-15

Sponsored

IEI ISHARES TR20.0K shares-3.14%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS26.7K shares-0.37%2026-03-312026-04-15

AMGN AMGEN INC6.7K shares4.56%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS47.7K shares0.16%2026-03-312026-04-15

VOE VANGUARD INDEX FDS12.1K shares-20.02%2026-03-312026-04-15

IUSB ISHARES TR48.4K shares53.82%2026-03-312026-04-15

PLD PROLOGIS INC.16.5K shares-18.76%2026-03-312026-04-15

NOC NORTHROP GRUMMAN CORP3.1K shares-12.92%2026-03-312026-04-15

Sponsored

IEFA ISHARES TR23.6K shares13.17%2026-03-312026-04-15

IVE ISHARES TR10.1K shares16.63%2026-03-312026-04-15

MINT PIMCO ETF TR21.1K shares20.29%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST36.3K shares42.68%2026-03-312026-04-15

EFAV ISHARES TR22.8K shares7.06%2026-03-312026-04-15

GLD SPDR GOLD TR4.7K shares0.56%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC6.0K shares-4.45%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS24.4K shares-1.16%2026-03-312026-04-15

Sponsored

QUAL ISHARES TR10.5K shares74.56%2026-03-312026-04-15

VV VANGUARD INDEX FDS6.7K shares-0.85%2026-03-312026-04-15

PG PROCTER & GAMBLE CO13.5K shares65.86%2026-03-312026-04-15

CVX CHEVRON CORPORATION9.2K shares7.22%2026-03-312026-04-15

JXI ISHARES TR22.0K shares-1.10%2026-03-312026-04-15

DGRO ISHARES TR27.1K shares20.01%2026-03-312026-04-15

FTLS FIRST TR EXCH TRADED FD III26.7K shares-0.59%2026-03-312026-04-15

XMLV INVESCO EXCH TRADED FD TR II29.6K shares5.34%2026-03-312026-04-15

Sponsored

PYLD PIMCO ETF TR70.0K shares149.23%2026-03-312026-04-15

IHI ISHARES TR34.3K shares-1.77%2026-03-312026-04-15

T AT&T INC62.6K shares-0.44%2026-03-312026-04-15

VXF VANGUARD INDEX FDS8.8K shares-67.29%2026-03-312026-04-15

PSFF PACER FDS TR55.2K shares-3.22%2026-03-312026-04-15

GRID FIRST TR EXCHANGE-TRADED FD10.8K shares60.81%2026-03-312026-04-15

FPX FIRST TR EXCHANGE-TRADED FD11.1K shares-2.14%2026-03-312026-04-15

AEM AGNICO EAGLE MINES LTD8.6K shares-22.07%2026-03-312026-04-15

Sponsored

SPTL SPDR SERIES TRUST66.4K shares3.10%2026-03-312026-04-15

PSTP INNOVATOR ETFS TRUST50.5K shares12.90%2026-03-312026-04-15

IXJ ISHARES TR18.4K shares-4.20%2026-03-312026-04-15

CGIE CAPITAL GROUP INTERNATIONAL50.9K shares761.67%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC10.4K shares9.65%2026-03-312026-04-15

TLT ISHARES TR19.6K shares748.01%2026-03-312026-04-15

SMH VANECK ETF TRUST4.3K shares3.36%2026-03-312026-04-15

NEE NEXTERA ENERGY INC17.7K shares-32.16%2026-03-312026-04-15

Sponsored

FINT ADVISORS INNER CIRCLE FD II49.6K shares1.15%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS6.7K shares-2.00%2026-03-312026-04-15

FXG FIRST TR EXCHANGE-TRADED FD25.5K shares-3.21%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS22.0K shares9.95%2026-03-312026-04-15

LOWV AB ACTIVE ETFS INC21.8K shares11.81%2026-03-312026-04-15

MGV VANGUARD WORLD FD11.0K shares0.55%2026-03-312026-04-15

LECO LINCOLN ELEC HLDGS INC6.4K shares0.22%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR51.0K shares2.14%2026-03-312026-04-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.2K shares31.41%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II30.1K shares42.54%2026-03-312026-04-15

JMOM J P MORGAN EXCHANGE TRADED F22.9K shares-8.24%2026-03-312026-04-15

EMB ISHARES TR16.1K shares14.92%2026-03-312026-04-15

VFH VANGUARD WORLD FD12.4K shares3.77%2026-03-312026-04-15

FDN FIRST TR EXCHANGE-TRADED FD6.4K shares-3.17%2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD23.8K shares14.92%2026-03-312026-04-15

HELO J P MORGAN EXCHANGE TRADED F23.2K shares1.84%2026-03-312026-04-15

Sponsored

BLACKSTONE INC BLACKSTONE INC12.8K shares80.63%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE5.1K shares-4.09%2026-03-312026-04-15

VHT VANGUARD WORLD FD5.3K shares0.26%2026-03-312026-04-15

PPTA PERPETUA RESOURCES CORP51.3K shares0.00%2026-03-312026-04-15

ACWV ISHARES INC11.8K shares0.08%2026-03-312026-04-15

ORCL ORACLE CORP9.6K shares18.23%2026-03-312026-04-15

RBUF INNOVATOR ETFS TRUST48.0K shares2.33%2026-03-312026-04-15

PGR PROGRESSIVE CORP7.1K shares-1.48%2026-03-312026-04-15

Sponsored

EEM ISHARES TR24.4K shares-0.09%2026-03-312026-04-15

FEMB FIRST TR EXCH TRADED FD III48.1K shares2.04%2026-03-312026-04-15

COIN COINBASE GLOBAL INC7.9K shares-94.15%2026-03-312026-04-15

DVYE ISHARES INC39.9K shares1.70%2026-03-312026-04-15

IAUX I-80 GOLD CORP899.9K shares0.00%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS26.9K shares-1.65%2026-03-312026-04-15

CAT CATERPILLAR INC1.9K shares7.58%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC1.6K shares0.32%2026-03-312026-04-15

Sponsored

DFAR DIMENSIONAL ETF TRUST55.5K shares0.50%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR9.8K shares5.65%2026-03-312026-04-15

FGSM ADVISORS INNER CIRCLE FD II41.9K shares-20.42%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP1.5K shares0.21%2026-03-312026-04-15

COP CONOCOPHILLIPS9.8K shares110.94%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR14.7K shares-2.35%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC6.2K shares6.13%2026-03-312026-04-15

V VISA INC4.3K shares1.28%2026-03-312026-04-15

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USFR WISDOMTREE TR25.2K shares-33.23%2026-03-312026-04-15

GSIE GOLDMAN SACHS ETF TR29.0K shares0.43%2026-03-312026-04-15

IWM ISHARES TR5.0K sharesnew addition2026-03-312026-04-15

NULG NUSHARES ETF TR13.7K shares11.10%2026-03-312026-04-15

RTX RTX CORPORATION6.4K shares-10.54%2026-03-312026-04-15

ITA ISHARES TR5.7K shares-10.14%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-87.62%2026-03-312026-04-15

TDG TRANSDIGM GROUP INC1.1K shares5.17%2026-03-312026-04-15

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BDYN BLACKROCK ETF TRUST50.1K shares8.66%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS24.4K shares56.04%2026-03-312026-04-15

EMLP FIRST TR EXCHANGE-TRADED FD27.9K shares-0.09%2026-03-312026-04-15

ABBV ABBVIE INC5.5K shares1.72%2026-03-312026-04-15

BUFR FIRST TR EXCHNG TRADED FD VI35.1K shares14.39%2026-03-312026-04-15

SCHP SCHWAB STRATEGIC TR44.4K shares-3.83%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF30.8K shares-80.96%2026-03-312026-04-15

HDV ISHARES TR8.6K shares-3.47%2026-03-312026-04-15

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IEF ISHARES TR12.1K shares0.88%2026-03-312026-04-15

ACWI ISHARES TR8.3K shares431.90%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR18.5K shares-10.41%2026-03-312026-04-15

FNOV FIRST TR EXCHNG TRADED FD VI21.1K shares-24.84%2026-03-312026-04-15

IBB ISHARES TR6.6K shares-0.30%2026-03-312026-04-15

HD HOME DEPOT INC3.4K shares4.19%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO3.7K shares67.14%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F14.7K shares-2.39%2026-03-312026-04-15

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ASTRAZENECA PLC ASTRAZENECA PLC5.6K sharesnew addition2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS10.1K shares8.80%2026-03-312026-04-15

VOT VANGUARD INDEX FDS4.2K shares-30.51%2026-03-312026-04-15

ASML ASML HLDG NV820 shares-7.13%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 401.8K sharesnew addition2026-03-312026-04-15

SGOV ISHARES TR10.7K shares-58.51%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST32.7K shares81.91%2026-03-312026-04-15

IJH ISHARES TR15.9K shares8.92%2026-03-312026-04-15

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KXI ISHARES TR16.0K shares-1.04%2026-03-312026-04-15

VDE VANGUARD WORLD FD6.2K shares2.29%2026-03-312026-04-15

CGMS CAPITAL GRP FIXED INCM ETF T39.2K shares31.86%2026-03-312026-04-15

MUNI PIMCO ETF TR20.2K shares411.94%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST28.2K shares94.36%2026-03-312026-04-15

SLV ISHARES SILVER TR15.0K shares0.64%2026-03-312026-04-15

FDL FIRST TR EXCHANGE-TRADED FD19.6K shares0.64%2026-03-312026-04-15

FIW FIRST TR EXCHANGE-TRADED FD9.6K shares-3.35%2026-03-312026-04-15

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PSX PHILLIPS 665.4K shares199.34%2026-03-312026-04-15

GEV GE VERNOVA INC1.1K shares1.26%2026-03-312026-04-15

RSPU INVESCO EXCHANGE TRADED FD T12.0K shares0.75%2026-03-312026-04-15

VBK VANGUARD INDEX FDS3.2K shares-0.25%2026-03-312026-04-15

IFRA ISHARES TR16.7K shares0.49%2026-03-312026-04-15

NULV NUSHARES ETF TR20.9K shares11.75%2026-03-312026-04-15

VFMF VANGUARD WELLINGTON FD6.1K shares0.44%2026-03-312026-04-15

OIH VANECK ETF TRUST2.3K shares48.04%2026-03-312026-04-15

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UNH UNITEDHEALTH GROUP INC3.4K shares-1.94%2026-03-312026-04-15

PEY INVESCO EXCHANGE TRADED FD T42.7K shares-4.87%2026-03-312026-04-15

LVHD LEGG MASON ETF INVT21.4K sharesnew addition2026-03-312026-04-15

CALF PACER FDS TR20.2K shares-10.36%2026-03-312026-04-15

IWD ISHARES TR4.2K shares32.72%2026-03-312026-04-15

DBEF DBX ETF TR18.3K shares-78.67%2026-03-312026-04-15

XSHQ INVESCO EXCH TRADED FD TR II21.2K shares11.16%2026-03-312026-04-15

SHEL SHELL PLC9.6K shares11.32%2026-03-312026-04-15

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EMGF ISHARES INC14.7K shares-4.49%2026-03-312026-04-15

VFLO VICTORY PORTFOLIOS II22.3K shares3.98%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR10.4K shares-6.33%2026-03-312026-04-15

FJUN FIRST TR EXCHNG TRADED FD VI15.5K shares0.00%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP1.4K shares1.12%2026-03-312026-04-15

FEGE RBB FUND TRUST18.6K shares14.33%2026-03-312026-04-15

WFC WELLS FARGO & CO10.9K shares14.16%2026-03-312026-04-15

IWP ISHARES TR6.8K shares0.76%2026-03-312026-04-15

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ABT ABBOTT LABORATORIES8.4K shares7.96%2026-03-312026-04-15

MCD MCDONALDS CORP2.7K shares8.63%2026-03-312026-04-15

IDV ISHARES TR19.7K shares-4.27%2026-03-312026-04-15

FCBD ADVISORS INNER CIRCLE FD II32.7K shares-1.28%2026-03-312026-04-15

HEFA ISHARES TR19.5K shares2.83%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.3K shares-9.27%2026-03-312026-04-15

TLH ISHARES TR8.2K shares53.66%2026-03-312026-04-15

FV FIRST TR EXCHANGE TRADED FD13.6K shares0.05%2026-03-312026-04-15

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SPYV SPDR SERIES TRUST14.5K shares138.54%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP2.8K shares-10.45%2026-03-312026-04-15

IYW ISHARES TR4.5K shares22.09%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC16.1K shares4.86%2026-03-312026-04-15

CGMU CAPITAL GRP FIXED INCM ETF T29.8K shares124.74%2026-03-312026-04-15

RXI ISHARES TR4.3K shares0.00%2026-03-312026-04-15

DVY ISHARES TR5.3K shares0.62%2026-03-312026-04-15

HTUS CAPITOL SER TR21.0K shares-0.51%2026-03-312026-04-15

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APP APPLOVIN CORP2.0K shares40.31%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC2.3K shares-0.47%2026-03-312026-04-15

SPYM SPDR SERIES TRUST10.4K shares38.87%2026-03-312026-04-15

IWF ISHARES TR1.9K shares1.52%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC6.6K shares-15.79%2026-03-312026-04-15

IGF ISHARES TR11.9K shares-1.65%2026-03-312026-04-15

CGDG CAPITAL GROUP DIVIDEND GROWE22.0K shares59.54%2026-03-312026-04-15

TOTALENERGIES SE TOTALENERGIES SE8.7K shares10.32%2026-03-312026-04-15

Sponsored

SCHV SCHWAB STRATEGIC TR25.9K shares0.59%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR31.8K shares5.84%2026-03-312026-04-15

SCZ ISHARES TR10.0K shares24.16%2026-03-312026-04-15

IYE ISHARES TR12.0K shares-9.40%2026-03-312026-04-15

PDI PIMCO DYNAMIC INCOME FD45.5K shares-4.43%2026-03-312026-04-15

IAGG ISHARES TR15.5K shares111.19%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR9.6K sharesnew addition2026-03-312026-04-15

ACWX ISHARES TR11.2K shares155.50%2026-03-312026-04-15

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ORLY OREILLY AUTOMOTIVE INC8.3K shares-15.33%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC3.6K shares110.83%2026-03-312026-04-15

FOPC ADVISORS INNER CIRCLE FD II29.6K shares-3.42%2026-03-312026-04-15

FUTY FIDELITY COVINGTON TRUST12.7K shares-3.18%2026-03-312026-04-15

GPIQ GOLDMAN SACHS ETF TR15.2K shares-8.95%2026-03-312026-04-15

MO ALTRIA GROUP INC11.4K shares6.40%2026-03-312026-04-15

BIL SPDR SERIES TRUST8.2K shares-30.63%2026-03-312026-04-15

CGSM CAPITAL GRP FIXED INCM ETF T28.4K sharesnew addition2026-03-312026-04-15

Sponsored

BTI BRITISH AMERN TOB PLC12.8K shares11.93%2026-03-312026-04-15

EFG ISHARES TR6.7K sharesnew addition2026-03-312026-04-15

SPIB SPDR SERIES TRUST22.0K shares95.45%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW2.3K shares-2.85%2026-03-312026-04-15

DIS DISNEY WALT CO7.6K shares25.16%2026-03-312026-04-15

DINT DAVIS FUNDAMENTAL ETF TR27.3K shares1.29%2026-03-312026-04-15

WBD WARNER BROS DISCOVERY INC26.7K sharesnew addition2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST18.8K shares0.14%2026-03-312026-04-15

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RWK INVESCO EXCH TRADED FD TR II5.7K shares0.05%2026-03-312026-04-15

VLUE ISHARES TR5.1K shares22.87%2026-03-312026-04-15

RSPN INVESCO EXCHANGE TRADED FD T12.6K shares0.17%2026-03-312026-04-15

VCLT VANGUARD SCOTTSDALE FDS9.6K shares0.88%2026-03-312026-04-15

D DOMINION ENERGY INC11.4K shares23.32%2026-03-312026-04-15

BSTP INNOVATOR ETFS TRUST19.6K shares1.34%2026-03-312026-04-15

WTV WISDOMTREE TR7.4K shares-0.31%2026-03-312026-04-15

MACH NATURAL RESOURCES LP MACH NATURAL RESOURCES LP50.0K sharesnew addition2026-03-312026-04-15

Sponsored

SCHB SCHWAB STRATEGIC TR27.8K shares5.47%2026-03-312026-04-15

DE DEERE & CO1.2K shares1.65%2026-03-312026-04-15

TFSL TFS FINL CORP49.3K shares11.31%2026-03-312026-04-15

PFE PFIZER INC24.6K shares-2.85%2026-03-312026-04-15

CGNG CAPITAL GROUP NEW GEOGRAPHY21.7K sharesnew addition2026-03-312026-04-15

PAVE GLOBAL X FDS13.2K shares0.60%2026-03-312026-04-15

CMI CUMMINS INC1.2K sharesnew addition2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F13.2K shares-0.84%2026-03-312026-04-15

Sponsored

MBB ISHARES TR7.0K shares59.56%2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST16.1K sharesnew addition2026-03-312026-04-15

TCHP T ROWE PRICE ETF INC15.0K sharesnew addition2026-03-312026-04-15

FNDF SCHWAB STRATEGIC TR13.5K shares6.12%2026-03-312026-04-15

TDVG T ROWE PRICE ETF INC14.7K shares-1.89%2026-03-312026-04-15

TIP ISHARES TR6.0K shares-4.15%2026-03-312026-04-15

BA BOEING CO3.3K shares-37.55%2026-03-312026-04-15

HEGD LISTED FDS TR26.6K shares-5.08%2026-03-312026-04-15

Sponsored

F FORD MTR CO56.7K shares-0.45%2026-03-312026-04-15

MS MORGAN STANLEY3.8K shares-5.60%2026-03-312026-04-15

PEP PEPSICO INC4.1K shares-9.67%2026-03-312026-04-15

MGK VANGUARD WORLD FD1.7K shares1.67%2026-03-312026-04-15

JAVA J P MORGAN EXCHANGE TRADED F8.7K shares-0.44%2026-03-312026-04-15

INTF ISHARES TR15.9K shares-7.68%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR18.8K shares8.96%2026-03-312026-04-15

CRM SALESFORCE INC3.3K shares-98.67%2026-03-312026-04-15

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IYC ISHARES TR6.3K shares0.14%2026-03-312026-04-15

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares-0.48%2026-03-312026-04-15

BAC BANK AMERICA CORP12.5K shares-5.72%2026-03-312026-04-15

NFLX NETFLIX INC.6.3K shares1.99%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND1.3K shares-16.32%2026-03-312026-04-15

AIG AMERICAN INTL GROUP INC8.0K sharesnew addition2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.9K shares0.00%2026-03-312026-04-15

MGC VANGUARD WORLD FD2.5K shares49.47%2026-03-312026-04-15

Sponsored

KLAC KLA CORP404 shares-1.22%2026-03-312026-04-15

CSCO CISCO SYS INC7.7K shares-12.64%2026-03-312026-04-15

VOOV VANGUARD ADMIRAL FDS INC2.9K shares0.34%2026-03-312026-04-15

DLS WISDOMTREE TR7.3K shares-0.44%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC2.9K shares4.35%2026-03-312026-04-15

CLSE TRUST FOR PROFESSIONAL MANAG20.4K shares126.65%2026-03-312026-04-15

EEMV ISHARES INC8.8K shares-44.10%2026-03-312026-04-15

IWN ISHARES TR3.0K shares0.27%2026-03-312026-04-15

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DDWM WISDOMTREE TR12.7K shares0.26%2026-03-312026-04-15

FEOE RBB FUND TRUST11.1K sharesnew addition2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC3.8K shares9.68%2026-03-312026-04-15

QTEC FIRST TR EXCHANGE-TRADED FD2.6K shares8.87%2026-03-312026-04-15

AFMC FIRST TR EXCHNG TRADED FD VI15.4K shares9.79%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR4.9K shares0.94%2026-03-312026-04-15

SPYG SPDR SERIES TRUST5.6K shares65.57%2026-03-312026-04-15

TFC TRUIST FINL CORP11.9K shares-0.24%2026-03-312026-04-15

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EALT INNOVATOR ETFS TRUST16.2K sharesnew addition2026-03-312026-04-15

IWB ISHARES TR1.5K shares-2.75%2026-03-312026-04-15

MHD BLACKROCK MUNIHOLDINGS FD IN48.1K sharesnew addition2026-03-312026-04-15

PPL PPL CORP14.1K shares0.79%2026-03-312026-04-15

DIVO AMPLIFY ETF TR12.0K shares29.20%2026-03-312026-04-15

ROST ROSS STORES INC2.5K shares0.69%2026-03-312026-04-15

VPU VANGUARD WORLD FD2.7K shares0.60%2026-03-312026-04-15

UITB VICTORY PORTFOLIOS II11.3K shares-0.29%2026-03-312026-04-15

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VCRB VANGUARD MALVERN FDS6.8K shares-0.28%2026-03-312026-04-15

ILCG ISHARES TR5.5K shares-1.10%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP1.9K shares-12.51%2026-03-312026-04-15

FXU FIRST TR EXCHANGE-TRADED FD10.5K shares1.28%2026-03-312026-04-15

EFA ISHARES TR5.3K shares85.76%2026-03-312026-04-15

SEE SEALED AIR CORP NEW12.2K sharesnew addition2026-03-312026-04-15

MOTI VANECK ETF TRUST15.0K shares-1.13%2026-03-312026-04-15

IDEF BLACKROCK ETF TRUST15.5K sharesnew addition2026-03-312026-04-15

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SYK STRYKER CORPORATION1.5K shares3.13%2026-03-312026-04-15

MUB ISHARES TR4.7K shares0.64%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F3.6K shares0.56%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares4.37%2026-03-312026-04-15

SPGP INVESCO EXCHANGE TRADED FD T4.6K shares0.29%2026-03-312026-04-15

IJS ISHARES TR4.1K shares-7.26%2026-03-312026-04-15

SBUX STARBUCKS CORP5.5K shares4.71%2026-03-312026-04-15

RCL ROYAL CARIBBEAN GROUP1.8K shares-12.77%2026-03-312026-04-15

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HON HONEYWELL INTL INC2.1K shares-19.05%2026-03-312026-04-15

FMAY FIRST TR EXCHNG TRADED FD VI9.1K shares-31.60%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS6.0K shares68.33%2026-03-312026-04-15

GLW CORNING INC3.5K shares-8.96%2026-03-312026-04-15

GLXY GALAXY DIGITAL INC.25.7K shares0.33%2026-03-312026-04-15

IWR ISHARES TR4.9K shares-2.07%2026-03-312026-04-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO8.9K shares-14.41%2026-03-312026-04-15

BUFY FIRST TR EXCHNG TRADED FD VI20.9K sharesnew addition2026-03-312026-04-15

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BOND PIMCO ETF TR5.0K sharesnew addition2026-03-312026-04-15

MET METLIFE INC6.5K shares-29.61%2026-03-312026-04-15

ESGE ISHARES INC10.1K shares6.91%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC7.9K shares3.18%2026-03-312026-04-15

KKR & CO INC KKR & CO INC4.9K shares-94.92%2026-03-312026-04-15

OKE ONEOK INC NEW5.0K shares78.37%2026-03-312026-04-15

LDUR PIMCO ETF TR4.8K shares7.44%2026-03-312026-04-15

TBLU TORTOISE CAPITAL SERIES TRUS9.0K shares2.48%2026-03-312026-04-15

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BUFS FIRST TR EXCHNG TRADED FD VI19.5K sharesnew addition2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP4.8K shares12.78%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP3.8K shares43.56%2026-03-312026-04-15

APD AIR PRODUCTS AND CHEMICALS I1.5K sharesnew addition2026-03-312026-04-15

VDC VANGUARD WORLD FD2.0K shares6.33%2026-03-312026-04-15

QBUF INNOVATOR ETFS TRUST15.1K shares49.45%2026-03-312026-04-15

FEX FIRST TR EXCHANGE-TRADED ALP3.6K shares0.08%2026-03-312026-04-15

BUFZ FIRST TR EXCHNG TRADED FD VI16.7K sharesnew addition2026-03-312026-04-15

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IJT ISHARES TR3.0K shares-0.79%2026-03-312026-04-15

LOW LOWES COS INC1.8K shares1.43%2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR4.0K shares-27.18%2026-03-312026-04-15

LINDE PLC LINDE PLC879 sharesnew addition2026-03-312026-04-15

KAR OPENLANE INC14.7K sharesnew addition2026-03-312026-04-15

IGRO ISHARES TR5.1K shares-9.72%2026-03-312026-04-15

VFMV VANGUARD WELLINGTON FD3.2K shares13.67%2026-03-312026-04-15

CRBG COREBRIDGE FINL INC17.7K sharesnew addition2026-03-312026-04-15

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SPMO INVESCO EXCH TRADED FD TR II3.7K shares103.98%2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP6.6K shares-91.71%2026-03-312026-04-15

SMLF ISHARES TR5.4K shares-8.75%2026-03-312026-04-15

FEM FIRST TR EXCH TRD ALPHDX FD13.6K shares0.01%2026-03-312026-04-15

FEP FIRST TR EXCH TRD ALPHDX FD7.5K shares0.13%2026-03-312026-04-15

DAL DELTA AIR LINES INC6.1K shares-40.87%2026-03-312026-04-15

STCE SCHWAB STRATEGIC TR7.8K shares63.06%2026-03-312026-04-15

FXO FIRST TR EXCHANGE-TRADED FD7.2K shares0.38%2026-03-312026-04-15

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DFUV DIMENSIONAL ETF TRUST8.3K shares0.23%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR4.9K shares-9.73%2026-03-312026-04-15

ADBE ADOBE INC1.6K shares-24.07%2026-03-312026-04-15

ATO ATMOS ENERGY CORP2.1K shares50.46%2026-03-312026-04-15

QYLD GLOBAL X FDS23.1K shares3.00%2026-03-312026-04-15

ALLW SSGA ACTIVE TR13.7K sharesnew addition2026-03-312026-04-15

FXL FIRST TR EXCHANGE-TRADED FD2.5K shares0.00%2026-03-312026-04-15

DSEP FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-04-15

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI14.1K sharesnew addition2026-03-312026-04-15

FDEC FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2026-03-312026-04-15

ESGU ISHARES TR2.8K shares0.26%2026-03-312026-04-15

DUKZ NORTHERN LIGHTS FD TR15.6K sharesnew addition2026-03-312026-04-15

VLO VALERO ENERGY CORP1.5K shares-1.15%2026-03-312026-04-15

ARKK ARK ETF TR5.6K shares-10.35%2026-03-312026-04-15

KEY KEYCORP18.9K shares-20.62%2026-03-312026-04-15

XDEC FIRST TR EXCHNG TRADED FD VI9.4K shares0.00%2026-03-312026-04-15

Sponsored

ITW ILLINOIS TOOL WKS INC1.4K shares0.49%2026-03-312026-04-15

ITB ISHARES TR4.1K shares-2.32%2026-03-312026-04-15

WM WASTE MGMT INC DEL1.6K shares8.84%2026-03-312026-04-15

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D198 sharesnew addition2026-03-312026-04-15

AGNC AGNC INVT CORP37.2K shares5.90%2026-03-312026-04-15

IJJ ISHARES TR2.8K shares-92.28%2026-03-312026-04-15

HLT HILTON WORLDWIDE HLDGS INC1.2K shares-2.42%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION6.5K shares-19.59%2026-03-312026-04-15

Sponsored

NVO NOVO-NORDISK A S10.0K shares35.21%2026-03-312026-04-15

XSMO INVESCO EXCHANGE TRADED FD T4.8K shares-0.66%2026-03-312026-04-15

FOCT FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2026-03-312026-04-15

ESGV VANGUARD WORLD FD3.2K shares0.28%2026-03-312026-04-15

HCI HCI GROUP INC2.4K shares0.00%2026-03-312026-04-15

ACIO ETF SER SOLUTIONS8.6K shares2.71%2026-03-312026-04-15

GSEW GOLDMAN SACHS ETF TR4.3K shares2.96%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR14.9K shares0.60%2026-03-312026-04-15

Sponsored

XMVM INVESCO EXCHANGE TRADED FD T5.5K shares2.84%2026-03-312026-04-15

PZA INVESCO EXCH TRADED FD TR II15.6K sharesnew addition2026-03-312026-04-15

SHLD GLOBAL X FDS5.0K sharesnew addition2026-03-312026-04-15

TJX TJX COS INC NEW2.2K shares-9.43%2026-03-312026-04-15

VUG

VANGUARD INDEX FDS

-3.55%

Shares989.4K

Event2026-03-31

Filed2026-04-15

GSLC

GOLDMAN SACHS ETF TR

-41.70%

Shares3.1M

Event2026-03-31

Filed2026-04-15

FNDX

SCHWAB STRATEGIC TR

4.94%

Shares8.4M

Event2026-03-31

Filed2026-04-15

TOTL

SSGA ACTIVE ETF TR

3.74%

Shares5.6M

Event2026-03-31

Filed2026-04-15

IGM

ISHARES TR

0.56%

Shares1.9M

Event2026-03-31

Filed2026-04-15

GLDM

WORLD GOLD TR

New

Shares2.4M

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

65.91%

Shares2.2M

Event2026-03-31

Filed2026-04-15

AVES

AMERICAN CENTY ETF TR

New

Shares2.6M

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

1.39%

Shares487.3K

Event2026-03-31

Filed2026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

-5.40%

Shares2.5M

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-18.84%

Shares341.5K

Event2026-03-31

Filed2026-04-15

GMOI

GMO ETF TRUST

New

Shares2.6M

Event2026-03-31

Filed2026-04-15

XLF

SELECT SECTOR SPDR TR

5.80%

Shares1.8M

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-6.94%

Shares352.1K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.15%

Shares240.4K

Event2026-03-31

Filed2026-04-15

MCK

MCKESSON CORP

72.27%

Shares102.1K

Event2026-03-31

Filed2026-04-15